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GREY LEDGE ADVISORS, LLC
CRD 124867 · SEC 801-61932
ONE PARK STREET, GUILFORD, CT, 06437, United States
Phone
203-453-9075
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$616.0M
Discretionary AUM
$616.0M
Team
12 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersAD-HOC SERVICES, CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 657 | $106.6M |
| High net worth individuals | 142 | $432.6M |
| Pension/profit sharing plans | 55 | $42.0M |
| Corporations/business entities | 33 | $16.5M |
States served
CA, IL, ME, MD, MA, NE, NJ, NY, NC, OK, PA, RI, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD